+49.5%
RMD vs INDA
+8.1%
+41.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.2% |
| 7D | -4.7% | -2.6% | -2.1% | -3.7% |
| 30D | +0.2% | -2.9% | +3.2% | +1.4% |
| 3M | +12.0% | +2.4% | +9.6% | +11.1% |
| 6M | -12.5% | -2.6% | -9.9% | -11.7% |
| YTD | -7.9% | -10.0% | +2.0% | -4.8% |
| 1Y | -20.4% | -7.7% | -12.7% | -18.4% |
| All | +49.5% | +8.1% | +41.4% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded INDA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling